Create a directory with catalog merge

I love the catalog merge feature in Publisher. It's a powerful tool to help small businesses create catalogs of their products and services quickly and cheaply. The bonus is that the catalog merge feature isn't just for catalogs; you can use it to make directories as well. Let me give you an example.

For instance, let's say I'm a small Information Technology company creating a proposal for a potential client. In addition to the details of the proposal, I also want to add listings for each of the five members of my team. For that part of my publication I'm going to use catalog merge.

First, I create all the text and graphics for the proposal.

 Proposal created in Publisher

 

In the Page Navigation pane, I right-click on the two-page spread for pages 4 and 5 and select Insert Page then, I choose to add two pages.

 Publisher insert pages dialog

[Note: If you start off by using one of the Catalog templates, you'll have to go through slightly different process when you insert pages. Instead of the Insert Page dialog you will see this:

 Publisher insert catalog pages dialog

I recommend that you click the More button to get to the Insert Page dialog.]

 

Then I click the Insert tab and select Catalog Pages.

 Publisher insert catalog pages button on the ribbon

 

Now I start the catalog merge process. On the Catalog Tools tab, I click Add List, select the correct list, and click OK.

 Publisher catalog merge data source using Access

 

In the Layout group, I pick one of the designs from the gallery.

 Publisher catalog layout gallery on the ribbon

 

Add the text and picture fields from the Insert group.

 Publisher insert fields for catalog merge

 

Click Merge to New to create your proposal complete with the directory.

 Publisher merge to new button for catalog merge

 

And finally, I click Save this publication in the Catalog Merge pane and give my proposal a file name.

 Publisher save this publication for catalog merge

 

Now I ask you, what other uses of the Catalog Merge feature can you think of? Let me know in the comments and thanks for checking in!

-- Bob deLaubenfels

Office Blogs Comments

Comments: (2) Collapse

  • a little more complex,I use PowerPoint to creat a proposal as usual,but still helpful,very clearly

  • Uya - Yeah, PowerPoint is a good tool for creating and presenting proposals. Publisher is better when you want a printed proposal with a fairly complex layout. Plus you can't do the catalog merge trick with PowerPoint.

Comments

Comments: (loading) Collapse